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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,228 | $167,352-84.9% | $143,788-82.5% | $134,509-81.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -18.25% | 0.47%-18.7pp | -0.03%-18.2pp | 418.13%-436.4pp |
| Employer contribution / active EE | $603 | $5,620-89.3% | $4,952-87.8% | $4,741-87.3% |
| Participant deferral / active EE | $2,382 | $6,447-63.1% | $5,638-57.8% | $6,400-62.8% |
| Admin fee / account holder | $2,141 | $18,091-88.2% | $14,675-85.4% | $11,427-81.3% |